Using The External Recording Link API (Beta) With Salesforce

Chronicall customers may want to send recording links to Salesforce after a call has been ended. This article will demonstrate one way to configure the Chronicall API to send the External Recording Link to a custom object in Salesforce after an outbound call to a Salesforce contact. All agents making the outbound calls must have Chronicall Dashboard licenses for this integration to work.

There are four general steps in completing this configuration.

1) Create a custom object

2) Create a Flow to Add the External Link to a custom object associated with the contact.

3) Create a Visual Force Page to Receive Data From Chronicall and Launch the Flow

4) Configuring the Chronicall API to Send the Data

Create a Custom "Recordings" Object

Create a custom object called "Recordings". Add the following custom fields to the object:

Custom Field

Field Type

CallId

Text Field

Agent

Text Field

Call Direction

Text Field

Recording Link

URL Field

Call Group

Text Field

Call Time

Text Field

Call Tag

Text Field

Contact

Look Up field / Contact

Create a Flow to Add the External Link to the Correct Record

Open the flow designer and create the following variables:

Variable Name

Variable Type

Input / Output Type

callid

Variable - Text

Input And Output

agent

Variable - Text

Input And Output

callDirection

Variable - Text

Input And Output

externalNumber

Variable - Text

Input And Output

externallistenlink

Variable - Text

Input And Output

callgroup

Variable - Text

Input And Output

calltime

Variable - Text

Input And Output

calltag

Variable - Text

Input And Output

varfoundcontactid

Variable - Text

Private

FormattedExternalNumber

Formula

Text

Paste the following formula to FormattedExternalNumber formula. This reformats the number that Chronicall sends ie. 918017132800 to the optimal format to search phone. numbers in Salesforce ie. (801)713-2800.

Add a Record Lookup element, set it as the starting element, and configure it as shown:

Add a Record Create element and configure it as follows:

Save the flow as "Chronicall Recording Link API" and make sure that it is an autolaunched flow. This flow will take the external number from Chronicall and find the contact associated with that phone number. A new recording will be created on the Recordings Object and it will contain a link to the recorded call.

Create a Visual Force Page to Receive Data From Chronicall

Here is a visual force page and controller used to launch the flow we created and sets the parameters of the flow. The URL of this page will be required in the configuration of the Chronicall API. If the agents being recorded are logged in Salesforce users they will need access to this page through user permissions. If the agent is not a logged in Salesforce user you may need to place this on a public facing force.com site and enable all the necessary permissions.

Now that your visual force page is created, it needs to be placed on a force.com site. You will also need to give your guest user permission to read and write to your newly created Recordings object as well as the newly created visual force page.